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Disclosery

Vision Capital Management, Inc.: WMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vision Capital Management, Inc. on WMS, newest first. How the timeline and the estimate are built.

Vision Capital Management, Inc. held 28,861 WMS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,861 shares
    Change vs previous 13F -778 shares

    0.52% of the 13F portfolio, value $4,530,023.

    13F-HR 0001417889-26-000004 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,639 shares
    Change vs previous 13F +615 shares

    0.51% of the 13F portfolio, value $4,064,397.

    13F-HR 0001417889-26-000002 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,024 shares
    Change vs previous 13F -166 shares

    0.51% of the 13F portfolio, value $4,203,546.

    13F-HR 0001417889-26-000001 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,190 shares
    Change vs previous 13F -783 shares

    0.5% of the 13F portfolio, value $4,048,653.

    13F-HR 0001417889-25-000005 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,973 shares
    Change vs previous 13F +1,985 shares

    0.45% of the 13F portfolio, value $3,442,700.

    13F-HR 0001417889-25-000004 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,988 shares
    Change vs previous 13F +3,007 shares

    0.44% of the 13F portfolio, value $3,040,897.

    13F-HR 0001785445-25-000006 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,981 shares
    Change vs previous 13F +13,554 shares

    0.42% of the 13F portfolio, value $2,887,804.

    13F-HR 0001417889-25-000001 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,427 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,795,868.

    13F-HR 0001417889-24-000007 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).